Who this guide is for: System administrators – Requires ‘System Admin’ role and User Templates permission
Overview:
This guide explains how to set the Staff Records User View at the Template level, overriding Global settings to control which staff records are visible to everyone assigned to that template in the admin panel and dashboards.
How Staff Records User View Works:
The Staff Records User View applies a filter to staff profiles for template users:
- My Record: Only the current user’s own profile.
- Reportees: Direct and alternative-authorisation reportees.
- Everyone: All active users.
- Custom: Uses a Custom View filter (must exist under System > Custom Views).
- Direct Reportees: Only direct reportees, excluding alternative authorisation.
You can also set descendant levels to include multiple tiers of reportees.
How to Set Up Staff Records User View (Template):
- Go to Admin tools > Admin panel > Template.
- Locate the template and click Edit on its row (you’ll land on the Template Settings tab by default).
- Scroll to Staff Records User View.
- Click the dropdown and select one of: My Record, Reportees, Everyone, Custom, Direct Reportees.
- Click Save Template at the top of the page.
Additional Information:
- Staff Records User View: The template-level filter for staff profiles.
- Custom View: Must be created under System > Custom Views before assignment.
- Requires ‘System Admin’ role and User Templates permission.
- Warning: Template-level settings override Global settings.
- Tip: Use Bulk User Update to apply this setting across multiple users at once.
- Use the search function within the platform to quickly find features or settings.